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Meet The Team
Delivering an Industry Leading Customer Experience
Kelsie Jourgensen
Executive Assistant | Customer Service & Scheduling
Kelsie is a graduate from Florida State University and has a background in healthcare and customer service. With strong organizational skills, she ensures seamless operations. Her customer-centric approach and efficiency makes her an invaluable asset to the team but more importantly, our clients.
Stephanie Davis
Customer Service | Records
Stephanie is a skilled professional in the realm of customer service and records. With a passion for delivering exceptional customer experiences, Stephanie combines her experience in healthcare and managing customer interactions with meticulous record-keeping. They are dedicated to maintaining accurate and comprehensive records that support seamless operations and informed decision-making.
Richard Atenza
Life Insurance Broker
Richard is a seasoned life insurance broker with over 9 years of industry experience. Known for his deep knowledge and expertise in the field. His primary focus is helping clients find tailored life insurance solutions that provide financial security and peace of mind.